Filed January 30, 2026 (most recent of 3 filings on file)
Total covered: 4 employees
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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC3+ years Filed as: CAPTRUST ADVISORS, LLC Service code 27 · EIN 45-0479693 | Advisory (Plan) | $83,061 |
WILLIS TOWERS WATSON US LLC3+ years Filed as: TOWERS WATSON DELAWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $76,912 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO BANK MINNESOTA, NA Service code 21 · EIN 39-1819240 | Bank Trustee | $33,000 |
LAZARD ASSET MANAGEMENT3+ years Service code 28 · EIN 05-0530199 | Investment Management | $30,020 |
MOORE COLSON3+ years Filed as: MOORE STEPHENS LOVELACE, PA Service code 10 · EIN 59-3070669 | Accounting | $23,000 |
GREAT LAKES ADVISORS, LLC3+ years Filed as: GREAT LAKES ADVISORS, INC. Service code 28 · EIN 80-0292839 | Investment Management | $13,918 |
RHUMBLINE ADVISORS3+ years Filed as: RHUMBLINE ADVISORS, INC. Service code 28 · EIN 04-3118582 | Investment Management | $13,918 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $18,026,966-100.0% | $436,953-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.2%-44.2pp | 1.8%-1.8pp |
| Annual return | 5.26% | -2.48%+7.7pp | -102.03%+107.3pp | 0.19%+5.1pp |
| Employer contribution / active EE | $5,159 | $7,648-32.5% | $36,229-85.8% | $13,763-62.5% |
| Participant deferral / active EE | $0 | $27-100.0% | $48-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $12,721-100.0% | $426-100.0% |